Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$356K Hold
2025
Q1
$433K Hold
2024
Q4
$438K Sell
2024
Q3
$416K Buy
2024
Q2
$344K Buy
2024
Q1
$306K Hold
2023
Q4
$268K Buy